Account Administrator

Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference – to your clients, to your colleagues, to yourself.

We’re looking for people who are continuously growing – from Good to Great, from Great to Elite.

We’re looking for YOU.

As an Account Administrator, a typical day might include:

• Preparing submissions for marketing purposes, negotiating terms and conditions with underwriters as applicable
• Preparing proposals for quotes and/or renewals as applicable
• Following through and follows up with clients and underwriters on outstanding requests and information
• Obtaining orders and binds coverage with underwriters as applicable
• Keeping Account Managers and Account Executives up to date on the status of client files
• Providing friendly, professional service to clients, Account Managers, and Account Executives
• Handling claims, including reporting to insurers, inputting new data, and updating clients on claims status as applicable
• Handling routine customer, Account Manager, and Account Executive inquiries/concerns in a timely manner
• Maintaining documentation within the broker management system, ensuring client files are up to date with attachments
• Preparing pre-renewal documentation, issuing Vehicle Liability Slips, updating 21 logs with changes; ordering MVR’s, and issuing invoices as applicable
• Issuing requests to insurers for policy changes & endorsements
• Monitoring and following up on clients’ outstanding Accounts Receivable
• Working with the Accounting & Finance department to resolve accounting discrepancies and related issues. 
• Ensuring work is prompt, efficient, and accurate

Administration 

• Monitoring and issuing certificate requests
• Ensuring all documents are accurate and accounts are kept in an orderly manner
• Preparing Certificates of Insurance and enclosure letters
• Obtaining Premium Finance quotes
• Reviewing policies against Cover Notes for accuracy
• Processing glass contracts, as applicable
• Managing daily administration of accounts, including correspondence; policy review; issuance of certificates, referencing contracts/leases; and issuance of new/renewal documentation, as applicable and at direction of Account Manager or Account Executive
• Issuing invoices, endorsements, Cover Notes, financing contracts, etc. 
• Working Accounts Receivable lists
• Maintaining expiration lists and abeyances
• Setting up files for new accounts
• Handling accounts and general account maintenance including but not limited to SOVs and Equipment schedules; holder lists; self-audit support for the team, etc.
• Ad hoc administrative duties:
• Scanning and attaching documents in broker management system as appropriate 
• Documenting and reporting activities in broker management system 
• Processing Client Code changes when applicable 
• Transcribing data to worksheets and entering data into computer for use in preparing documents and adjusting accounts 
• Processes payments through Axis’ online service 
• Other duties, as assigned 

You are passionate about:

• Providing friendly, professional service
• Making a positive difference to those around you
• Sharing ideas and working with a great team of proactive, innovative thinkers
• Learning, growing, and pushing past barriers
• Living with integrity
• Taking ownership of your work and actions

You’re outstanding at:

• Building relationships – with clients, with underwriters, with colleagues … YOU are a people person!
• Staying on top of priorities … YOU know every deadline and live by your To-Do list!
• Paying attention to the little things that make a big difference … YOU dot your I’s, cross your T’s, and check all your boxes to make sure it’s done right ... the first time!
• Managing your time … even in a pressure cooker, with deadlines looming, YOU keep your cool, knowing you’ve got this!
• Proactively getting stuff done … YOU follow up and follow through!
• Working behind the scenes to ensure an exceptional customer experience … YOU know that the customer expects excellence … and so do you!

Must haves:

• Minimum 12 months’ insurance experience, consistently meeting internal core competencies
• General Insurance Salesperson Level 1 in province of residence
• Commitment to obtain, within 12 months of hire, a Level 2 Insurance Agent license in provinces outside of Ontario (Level I RIBO license is sufficient for Ontario licensees)
• Active pursuit of CAIB, CIP, CRM, or other insurance designations considered an asset
• Post Secondary Degree considered an asset
• Experience using Epic broker management system an asset

What’s in it for YOU?

• Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, we believe in building connections, knowing that a happy team makes a happy workplace!
• Career potential & leadership opportunities. We pride ourselves on training and mentoring for success.
• Competitive Employee Benefits Plan. The Axis Group has customized medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & your family.
• Work/Life Balance. Our offices operate 8:30am – 4:30pm, so no evenings or weekends. And we offer competitive vacation time and flex work options, meaning more time for you to get out and do YOU.

We’re excited to meet YOU!

Axis Insurance Managers Inc. is committed to fostering a culture of mutual respect and inclusion, recognizing that our success is enhanced by diversity. We seek to recruit, develop, and retain top talent from a diverse candidate pool.